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Hohimer Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Hohimer Wealth Management’s Portfolio MEAR Stock Details MEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,283
Closed -$710K – 203
2022
Q4 		$710K Sell
14,283
-2,276
-14% -$113K 0.23% 90
2022
Q3 		$822K Buy
16,559
+3,324
+25% +$165K 0.26% 101
2022
Q2 		$658K Buy
+13,235
New +$658K 0.19% 132

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hohimer Wealth Management's MEAR Position: Q1 2023 in Review

Hohimer Wealth Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2023, closing a stake of 14,283 shares — an estimated $710K sold.

Hohimer Wealth Management first reported a position in MEAR in Q2 2022 and held it in 3 quarters. The position peaked at $822K in Q3 2022. 105 funds tracked by Wall St. Rank hold MEAR as of Q1 2023.

  • Hohimer Wealth Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Hohimer Wealth Management sold 14,283 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2023, an estimated $710K.
  • Hohimer Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2022 and held it in 3 quarters.
  • Hohimer Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $822K in Q3 2022.
  • 105 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2023.

Based on Hohimer Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.